Cornerstone Strategic Investment Fund, Inc.
CLM- Exchange
- NYSE
- SEC CIK
- 0000814083
In the last 90 days, Cornerstone Strategic Investment Fund, Inc. insiders filed 1 open-market purchase and 0 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $339.9M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding Cornerstone Strategic Investment Fund, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 110 | 2 | 108 | 0 |
| Shares | 35.9M | 3.48K | 34.4M | −1.47M (−4.1%) |
| Value | $258.2M | $25.0K | $259.0M | +$830.8K (+0.3%) |
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Absolute Investment Advisers LLC | 1,219,193 | $9.17M | 1.25% |
| Logan Stone Capital, LLC | 703,122 | $5.29M | 1.14% |
| Dakota Wealth Management | 81,285 | $611.3K | 0.02% |
| Strategic Financial Concepts, LLC | 56,600 | $425.6K | 0.10% |
| PFG Investments, LLC | 54,574 | $410.4K | 0.02% |
| XTX Topco Ltd | 35,980 | $270.6K | 0.04% |
| Redhawk Wealth Advisors, Inc. | 17,663 | $132.8K | 0.02% |
| Ameriprise Financial Inc | 15,916 | $119.7K | 0.00% |
| CoreCap Advisors, LLC | 13,292 | $100.0K | 0.01% |
| Evernest Financial Advisors, LLC | 13,444 | $96.4K | 0.05% |
| Imprint Wealth LLC | 11,520 | $87.0K | 0.02% |
| Plante Moran Financial Advisors, LLC | 8,782 | $66.0K | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | 3,040 | $22.9K | 0.01% |
| Allworth Financial LP | 995 | $7.48K | 0.00% |
| Global Retirement Partners, LLC | 200 | $1.50K | 0.00% |
Sold out (15)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Clough Capital Partners L P | 1,057,356 | $7.60M |
| Sculptor Capital LP | 1,013,894 | $7.29M |
| Susquehanna International Group, LLP | 257,743 | $1.85M |
| Ursa Fund Management, LLC | 182,000 | $1.31M |
| Cetera Advisor Networks LLC | 140,464 | $1.01M |
| Cetera Advisors LLC | 50,522 | $363.3K |
| Private Trust Co NA | 15,916 | $114.4K |
| Mariner, LLC | 11,106 | $79.9K |
| Advisory Services Network, LLC | 3,207 | $23.1K |
| National Bank of Canada | 1,500 | $10.8K |
| Global Wealth Management Investment Advisory, Inc. | 1,470 | $10.6K |
| BOK Financial Private Wealth, Inc. | 1,250 | $8.99K |
| Focused Wealth Management, Inc | 734 | $5.28K |
| Fifth Third Bancorp | 236 | $1.70K |
| AdvisorNet Financial, Inc | 38 | $270 |
Not filed for Q1 2024 yet (2)
Institutions that held Cornerstone Strategic Investment Fund, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Coppell Advisory Solutions LLC | 2,972 | $21.4K |
| Baystate Wealth Management LLC | 509 | $3.66K |